LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.92B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15.7M
3
+$15.4M
4
DHR icon
Danaher
DHR
+$9.7M
5
IDXX icon
Idexx Laboratories
IDXX
+$5.44M

Top Sells

1
+$30.8M
2
+$13.1M
3
+$4.32M
4
MCD icon
McDonald's
MCD
+$3.56M
5
CDK
CDK Global, Inc.
CDK
+$3.34M

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$692K 0.02%
20,594
-290
177
$688K 0.02%
3,975
-1,025
178
$681K 0.02%
20,915
+5,000
179
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6,942
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180
$675K 0.02%
16,400
181
$652K 0.02%
27,500
182
$651K 0.02%
15,009
183
$625K 0.02%
19,127
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184
$614K 0.02%
10,700
185
$611K 0.02%
10,605
186
$604K 0.02%
41,785
187
$597K 0.02%
11,541
188
$596K 0.02%
15,695
-2,393
189
$596K 0.02%
10,375
-1,100
190
$594K 0.02%
14,641
191
$590K 0.02%
25,000
+5,000
192
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16,000
193
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10,462
194
$546K 0.01%
16,000
195
$540K 0.01%
6,795
196
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5,023
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197
$527K 0.01%
20,778
-202
198
$527K 0.01%
8,150
+1,830
199
$517K 0.01%
8,770
-3,300
200
$516K 0.01%
10,450
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